-10.8%
CHDN vs VOO
+75.1%
-86.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -2.5% |
| 7D | +2.7% | -0.9% | +3.6% | +3.3% |
| 30D | +25.0% | -2.3% | +27.4% | +27.3% |
| 3M | +13.6% | -1.2% | +14.7% | +14.3% |
| 6M | +16.8% | +3.3% | +13.5% | +12.1% |
| YTD | -11.5% | +12.3% | -23.9% | -22.0% |
| 1Y | +1.6% | +12.5% | -10.9% | -10.7% |
| 3Y | -14.5% | +79.2% | -93.7% | -55.8% |
| 5Y | -10.8% | +75.7% | -86.5% | -52.8% |
| All | -10.8% | +75.1% | -86.0% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling